Appian Way Asset Management LP CC — CHEMOURS CO

Ownership history in Appian Way Asset Management LP  ·  13 quarters on record

AI Ownership Summary

Appian Way Asset Management LP reported CHEMOURS CO (CC) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 9.66% in 2025 Q2. The latest visible filing shows CC at 2.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Appian Way Asset Management LP's position in CHEMOURS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CC was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.66% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CC stock page Appian Way Asset Management LP fund profile Appian Way Asset Management LP full holdings
How Appian Way Asset Management LP held CC — position size vs. price
% of Fund (quarterly)    CC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 922,656 — 0% 2.62% $14.6M 2026-04-20 $23.24
2025 Q4 UNCHANGED — — — 922,656 — 0% 2.62% $14.6M 2026-01-14 $14.83
2025 Q3 ADDED — — — 922,656 +572,656 +163.6% 2.62% $14.6M 2025-11-14 $11.79
2025 Q2 REDUCED 90.8% +37.0% ❌ 350,000 -3,463,341 -90.8% 0.89% $4.0M 2025-08-14 $14.75
2025 Q2 ADDED — — — 3,813,341 +3,463,341 +989.5% 9.66% $43.7M 2025-08-14 $14.75
2025 Q1 REDUCED 85.8% -14.7% ✅ 350,000 -2,121,288 -85.8% 1.06% $4.7M 2025-05-15 $10.72
2025 Q1 ADDED — — — 2,471,288 +1,351,288 +120.7% 7.49% $33.4M 2025-05-15 $10.72
2024 Q4 REDUCED 55.8% -18.6% ✅ 1,120,000 -1,412,276 -55.8% 3.94% $18.9M 2025-02-14 $16.07
2024 Q4 ADDED — — — 2,532,276 +851,603 +50.7% 8.91% $42.8M 2025-02-14 $16.07
2024 Q3 ADDED — — — 1,680,673 +1,392,211 +482.6% 7.68% $34.2M 2024-11-14 $18.21
2024 Q1 REDUCED 62.5% -13.1% ✅ 288,462 -480,445 -62.5% 1.99% $7.6M 2024-05-15 $27.08
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CC

As of 2026 Q1 — sorted by position size

Vision One Management Partners, LP 16.33% LUMINUS MANAGEMENT LLC 3Y 7Y 12.52% HIGHLAND PEAK CAPITAL, LLC 3Y 8.61% SCOPIA CAPITAL MANAGEMENT LP 3Y 7Y 8.5% Wolf Hill Capital Management, LP 3Y 7.89% Alta Fundamental Advisers LLC 3Y 7Y 5.81% Turas Capital Management LP 4.15% Dayah Capital LLC 3.17% Wolf Hill Capital Management, LP 3Y 3.07% PLUSTICK MANAGEMENT LLC 3Y 2.39%

FAQ About Appian Way Asset Management LP and CC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Appian Way Asset Management LP reported owning CC?

Appian Way Asset Management LP reported CC across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CC position in Appian Way Asset Management LP's portfolio?

The largest reported portfolio weight for CC was 9.66% in 2025 Q2.

What is the latest reported CC position on this page?

The most recent filing on this page is 2026 Q1, when Appian Way Asset Management LP reported 922,656 shares, equal to 2.62% of portfolio, with an estimated market value of $14.6M.

What does the chart on this CC ownership page compare?

The chart compares Appian Way Asset Management LP's quarterly CC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Appian Way Asset Management LP time their CC position?

Based on 13F filing dates vs. subsequent CC price moves, Appian Way Asset Management LP correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on CC relative to SPY over the holding period was -19.3%.

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